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Wellington Wealth Strategies’s TSMC TSM Stock Holding History

Wellington Wealth Strategies’s Portfolio TSM Stock Details TSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-2,475
Closed -$337K – 168
2024
Q1 		$337K Buy
+2,475
New +$307K 0.16% 104

Other funds holding TSM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Wealth Strategies's TSM Position: Q2 2024 in Review

Wellington Wealth Strategies sold out of TSMC (TSM) in Q2 2024, closing a stake of 2,475 shares — an estimated $337K sold.

Wellington Wealth Strategies first reported a position in TSM in Q1 2024 and held it in 1 quarter. The position peaked at $337K in Q1 2024. 2,099 funds tracked by Wall St. Rank hold TSM as of Q2 2024.

  • Wellington Wealth Strategies reported no remaining TSMC position as of Q2 2024 after selling out during the quarter.
  • Wellington Wealth Strategies sold 2,475 TSMC shares in Q2 2024, an estimated $337K.
  • Wellington Wealth Strategies first reported a position in TSMC in Q1 2024 and held it in 1 quarter.
  • Wellington Wealth Strategies's TSMC position peaked at $337K in Q1 2024.
  • 2,099 funds tracked by Wall St. Rank held TSMC as of Q2 2024.

Based on Wellington Wealth Strategies's 13F filing for Q2 2024, filed 15 Aug 2024.